IBEX Wealth Advisors’s BlackRock Income Trust BKT Stock Holding History

IBEX Wealth Advisors’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,504	Closed	-$106K	–	175
2022 Q3	$106K	Buy	8,504 +3	+0%	+$41	0.03%	146
2022 Q2	$116K	Sell	8,501 -208	-2%	-$2.92K	0.03%	154
2022 Q1	$134K	Sell	8,709 -243	-3%	-$3.81K	0.03%	169
2021 Q4	$152K	Buy	8,952 +10	+0.1%	+$178	0.03%	190
2021 Q3	$164K	Buy	8,942 +1,747	+24%	+$33.4K	0.03%	194
2021 Q2	$137K	Buy	+7,195	New	+$134K	0.03%	180
2021 Q1	–	Sell	-236,436	Closed	-$4.31M	–	115
2020 Q4	$4.31M	Buy	236,436 +1,220	+0.5%	+$22.3K	1.12%	33
2020 Q3	$4.3M	Buy	235,216 +800	+0.3%	+$14.8K	1.25%	30
2020 Q2	$4.34M	Sell	234,416 -927	-0.4%	-$16.9K	1.39%	24
2020 Q1	$4.07M	Buy	+235,343	New	+$4.24M	1.58%	19

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

VRM

Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

IBEX Wealth Advisors's BKT Position: Q4 2022 in Review

IBEX Wealth Advisors sold out of BlackRock Income Trust (BKT) in Q4 2022, closing a stake of 8,504 shares — an estimated $106K sold.

IBEX Wealth Advisors first reported a position in BKT in Q1 2020 and held it in 10 quarters. The position peaked at $4.34M in Q2 2020. 59 funds tracked by Wall St. Rank hold BKT as of Q4 2022.

IBEX Wealth Advisors reported no remaining BlackRock Income Trust position as of Q4 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 8,504 BlackRock Income Trust shares in Q4 2022, an estimated $106K.
IBEX Wealth Advisors first reported a position in BlackRock Income Trust in Q1 2020 and held it in 10 quarters.
IBEX Wealth Advisors's BlackRock Income Trust position peaked at $4.34M in Q2 2020.
59 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2022.

Based on IBEX Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.